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As we find ourselves almost halfway through the year, the volatility we experienced at the end of 2018 is not only a distant memory but could also prove, with time, to have been the shock markets needed to adjust their expectations in line with reality.

The tapered annual allowance came into being in April 2016, and since that time, more and more high income individuals are feeling the effects. 2019/20 is the first tax year when higher amounts of unused annual allowance from the pre-taper years will not be available to carry forward. Here we highlight the key things to consider when calculating your tax liabilities.

Since the start of the year, equity and bond markets have continued to recover the losses experienced at the end of 2018, and the global economy is enjoying low unemployment and good (albeit slowing) earnings growth. While we can appreciate these positive conditions for now, it’s our job to look ahead, identify potential risks and position client portfolios accordingly.

Sanlam UK, part of the international financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management (Thesis).

As the new tax year starts we look forward to what 2019 holds. Our technical team has put together a handy guide of some of the key information you will need to consider when advising your clients.

Sanlam UK, part of international financial services group Sanlam Ltd, today announces the acquisition of independent financial planning and employee benefits firm Blackett Walker Limited.

Markets composed themselves in March, as the US Federal Reserve (Fed) capitulated to demands to pause the interest-rate hiking cycle and investors’ fears about economic growth receded. In contrast to the abrupt change of heart by Chairman Jerome Powell, our investment strategy and views on the underlying economy are unchanged. 

Sanlam last night scooped the ‘Investment Performance: High Growth Portfolio’ award at the annual Private Asset Management (PAM) awards. It is the second year running Sanlam UK has won in this category.